Insignia Financial is aware of incidents involving a malicious third-party attempting to access online superannuation accounts across some parts of the Superannuation Industry. As a Plum member, there has been no impact on the security of your account or our services.
Podcasts
Listen to any podcast at a time convenient to you. For next steps you might login at plum.com.au or book a one-on-one phone-based meeting with one of our Financial Coaches.
Episode 7: The benefits of financial advice (Part 2)
The second part of this series focusses on the types of advice that may be provided and how it must be provided to clients. Joined again by our guest financial planner, we ‘bring to life’ the advice proposition and look at a real client scenario to see how they have benefited from receiving financial advice.
Download audio (MP3, 24.8MB)
Download transcript (PDF, 160KB)
Episode 6: The benefits of financial advice (Part 1)
What are the benefits of personal finance advice? This podcast, involving a licensed financial planner, provides an introduction to financial planning, a practical look at the experience and how you may benefit from receiving financial advice.
Download audio (MP3, 21.1MB)
Download transcript (PDF, 155KB)
Episode 5: Account-based pensions
This podcast discusses the use of account-based pensions as a means of providing a regular and tax-effective income stream for retirees.
Download audio (MP3, 29.2MB)
Download transcript (PDF, 188KB)
Episode 4: Downsizer contributions
Upsize your super with downsizer contributions. Downsizer contributions are an additional contribution type, made available to older Australians. This podcast discusses the reasons why it might be considered, the qualifying criteria and pros and cons to consider.
Download audio (MP3, 20.8MB)
Download transcript (PDF, 176KB)
Episode 3: Investment risk
This podcast discusses investment risk, getting the right mix of investments to reflect your age or stage of life and most importantly ensuring they reflect your feelings towards risk and help achieve the returns you need.
Download audio (MP3, 21.2MB)
Download transcript (PDF, 135KB)
Episode 2: Beneficiary nominations
Who gets your super if you die? This podcast discusses what happens and the benefits of having a valid beneficiary nomination in place.
Download audio (MP3, 21.1MB)
Download transcript (PDF, 173KB)
Episode 1: Super contributions
There are a number of ways to boost your super. This podcast discusses the two main contribution options of ‘before tax’ and ‘after tax’ contributions and some of the rules and limits that apply.
Download audio (MP3, 26.3MB)
Download transcript (PDF, 193KB)
For important information about our product which you should know before using our services, please refer to our Financial Services Guide.
Tutorials
Beneficiary nomination tutorial
Not sure about beneficiary nominations or how to go about making a nomination? This tutorial explains your options and next steps.
Next step - Login to review and update your beneficiary
Online account access tutorial
Plum Super makes it easy to securely view and manage your super account online. This tutorial shows you how.
Next step - Login
Consolidate your super online tutorial
We make it easy to consolidate multiple super accounts online. This tutorial shows you how.
Next step - Login
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